Warner Group’s Walmart Inc WMT Stock Holding History

Warner Group’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$611K	Buy	5,395 +2,790	+107%	+$346K	0.15%	73
2026 Q1	$324K	Sell	2,605 -5	-0.2%	-$614	0.21%	56
2025 Q4	$291K	Buy	+2,610	New	+$280K	0.18%	61

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Warner Group's WMT Position: Q2 2026 in Review

Warner Group increased its Walmart Inc (WMT) stake by 107% in Q2 2026, buying an estimated $346K and bringing the position to 5,395 shares worth $611K. The position accounts for 0.15% of the portfolio, ranked #73.

Warner Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Warner Group held 5,395 shares of Walmart Inc worth $611K as of Q2 2026.
Warner Group bought 2,790 Walmart Inc shares in Q2 2026, an estimated $346K.
Walmart Inc made up 0.15% of Warner Group's portfolio in Q2 2026, its #73 holding.
Warner Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.